Retirement plan

JOSEPH J. CIOCCA, MD LLC PROFIT SHARING PLAN

Name: JOSEPH J. CIOCCA, MD, LLC - JOSEPH J. CIOCCA, MD LLC PROFIT SHARING PLAN (2025) Form 5500
Creator: JOSEPH J. CIOCCA, MD, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOSEPH J. CIOCCA, MD LLC PROFIT SHARING PLAN, JOSEPH J. CIOCCA, MD, LLC

JOSEPH J. CIOCCA, MD, LLCEIN 25-1885520Plan #001PY 2025

1200 SHARON ROAD, SUITE 101 - BEAVER, PA 15009724-888-5040yelp.com/biz/joseph-ciocca-md-ellwood-cityLinkedIn1-10 employeesmedical practice

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+13.8% from 2024

Total participants

0.0% from 2024

Average account balance

$532,094

+13.8% from 2024

Annual return

13.15%

-1.34 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$532K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$532,094

$174,379+205.1%

$152,093+249.8%

$138,895+283.1%

Participation rate

0.0%

81.6%-81.6pp

77.8%-77.8pp

79.9%-79.9pp

Annual return

13.15%

74.86%-61.7pp

66.36%-53.2pp

145.39%-132.2pp

Employer contribution / active EE

$4,652-100.0%

$4,175-100.0%

$4,194-100.0%

Participant deferral / active EE

$6,159-100.0%

$5,451-100.0%

$6,396-100.0%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

JOSEPH J. CIOCCA, MD LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JOSEPH J. CIOCCA, MD LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion